On this episode of The Six Five – Insiders Edition we are joined by Sumit Sadana, Chief Business Officer at Micron for a conversation on the recent Micron Investor Day event.

Their conversation covered:

• A brief review of Micron’s commitments to customers and investors

• How Micron is leading the industry in DRAM and NAND technology

• A dive Micron’s business leadership metrics

• What the future looks like for Micron 

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

Microsoft Build

• https://futurumresearch.com/research-notes/microsoft-power-platform-released-with-new-low-code-updates-at-microsoft-build/
• https://www.zdnet.com/article/project-volterra-microsoft-is-building-an-arm-dev-kit-on-the-snapdragon-compute-platform/

 

NVIDIA Earnings

• https://futurumresearch.com/research-notes/nvidia-q1-2023-earnings-hit-8-29b-quarterly-revenue-record/
• https://twitter.com/PatrickMoorhead/status/1530572592372797440?s=20&t=d2QxldO2x8grlPw1bfOYEA

 

Lenovo Earnings

• https://twitter.com/PatrickMoorhead/status/1530602567159275520?s=20&t=KZYRp71svS6294p_rqk_nA

 

Marvell Earnings

• https://twitter.com/PatrickMoorhead/status/1530595153102065664?s=20&t=KZYRp71svS6294p_rqk_nA

 

Dell Earnings

• https://twitter.com/danielnewmanUV/status/1529978005539389440?s=20&t=qu7B6ppIaS35kJihJZkK0w

 

Broadcom/VMware

• https://futurumresearch.com/research-notes/seeking-diversification-broadcom-reportedly-in-talks-to-acquire-cloud-service-provider-vmware/ 
• https://twitter.com/CNBCTechCheck/status/1529854863575760899?s=20&t=d2QxldO2x8grlPw1bfOYEA
• https://www.cnbc.com/video/2022/05/26/i-see-this-broadcom-vmware-deal-as-a-giant-conglomerate-play-says-moors-patrick-moorhead.html?__source=sharebar|twitter&par=sharebar
• https://twitter.com/PatrickMoorhead/status/1528565536841408512?s=20&t=d2QxldO2x8grlPw1bfOYEA

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Patrick Moorhead and Daniel Newman discuss Cisco Q3 FY 2022 earnings results in a Six Five Special Edition.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – Insiders Edition I am joined by Julia White, SAP's Chief Marketing Officer, Head of Marketing for a conversation around digital cloud, ERP and other SAP solutions.

 

My conversation with Julia revolved around the following:

• Julia’s observations on SAP over the last year
• An overview of SAP’s "Always on" innovation
• How SAP is focusing on sustainability
• How SAP is getting customers to come along on their innovation journey

If you’d like to learn more about SAP visit their website. And don’t forget to subscribe to The Six Five webcast so you never miss an episode.

On this episode of The Six Five – Insiders Edition we are joined by Alan Trefler, CEO of Pegasystems for a conversation on the upcoming PegaWorld iNspire — a 2 and half hour virtual event on May 24, 2022.

Their conversation covered:

• What attendees can expect from PegaWorld
• Some of the key themes that will be covered
• A dive into Pega and low code
• How Pega is bringing AI and automation together

If you’d like to register for this year’s PegaWorld iNspire you can do register here. And don’t forget to subscribe to The Six Five webcast so you never miss an episode.

We are LIVE! Talking with Lattice CEO Jim Anderson on Q1 results, growth segments, software strategy & what's next in 2022.

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

IBM Think - AWS with IBM Apps

• https://twitter.com/PatrickMoorhead/status/1524411650178170880?s=20&t=fhxGq98TRA04ppnlwekAvw
• https://twitter.com/PatrickMoorhead/status/1524436860063342593?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://twitter.com/PatrickMoorhead/status/1524369505107038209?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://twitter.com/PatrickMoorhead/status/1524013032694853641?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://futurumresearch.com/research-notes/ibm-and-amazon-web-services-sign-collaboration-agreement-to-run-ibm-software-as-a-service-on-aws/

 

IBM Think - Quantum

• https://twitter.com/PatrickMoorhead/status/1524457953893437440?s=20&t=tPP58B2ucj1I1yrtw9IcuA

 

SAP Sapphire

• https://twitter.com/PatrickMoorhead/status/1523761213963837440?s=20&t=tPP58B2ucj1I1yrtw9IcuA

 

Marvell Acquires Tanzanite

• https://twitter.com/PatrickMoorhead/status/1523774648915136512?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://futurumresearch.com/research-notes/marvell-injects-new-cxl-technology-into-cloud-optimized-cxl-portfolio-with-tanzanite-acquisition/

 

Zoho Marketing Plus

• https://futurumresearch.com/research-notes/zoho-launches-zoho-marketing-plus-a-unified-marketing-platform-designed-to-increase-effectiveness-of-marketing-strategies/

 

Micron Investor Day

• https://twitter.com/PatrickMoorhead/status/1524749681019867139?s=20&t=tPP58B2ucj1I1yrtw9IcuA
• https://futurumresearch.com/research-notes/zoho-launches-zoho-marketing-plus-a-unified-marketing-platform-designed-to-increase-effectiveness-of-marketing-strategies/

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

Dell Technologies World Observations

• https://twitter.com/PatrickMoorhead/status/1521536345184768002?s=20&t=_59G-LEBm73byaascDhYmA
• https://twitter.com/PatrickMoorhead/status/1521164989142233088?s=20&t=58tpf3yjCNfI1NHX9HUlww
• https://www.forbes.com/sites/moorinsights/2022/05/04/multi-cloud-storage-center-stage-at-dell-technologies-world/?sh=56af7c6c1d79

 

AMD Earnings

• https://twitter.com/PatrickMoorhead/status/1522348685849464836?s=20&t=hI9jZTkm8dEutn54zDNMOg
• https://twitter.com/danielnewmanUV/status/1521596668432379904?s=20&t=UEtzphY0kVcgwxPdl2lqaA

 

Lattice Earnings

• https://twitter.com/PatrickMoorhead/status/1522353024001314821?s=20&t=d7j-oOjLcYZ5w93OTXRSkw
• https://futurumresearch.com/research-notes/lattice-semiconductor-delivers-robust-q1-growth-and-raises-q2-guidance/

 

T-Mobile's "Internet Freedom"

• https://twitter.com/PatrickMoorhead/status/1522021050208473088?s=20&t=_59G-LEBm73byaascDhYmA

 

Honeywell HCE

 

Qualcomm Wins VW

• https://twitter.com/PatrickMoorhead/status/1521513665110765569?s=20&t=_59G-LEBm73byaascDhYmA

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

Microsoft Earnings

• https://twitter.com/PatrickMoorhead/status/1519136245078798338?s=20
• https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022
• https://futurumresearch.com/research-notes/microsoft-q3-outpaces-expectations-and-continues-string-of-record-quarters/

 

Google Earnings

• https://twitter.com/PatrickMoorhead/status/1519141269397770241?s=20
• https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022
• https://www.forbes.com/sites/patrickmoorhead/2022/04/25/googles-data-cloud-summit-serves-up-incremental-new-capabilities/

 

Intel Earnings

• https://twitter.com/PatrickMoorhead/status/1519776285949677570?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
• https://twitter.com/danielnewmanUV/status/1519795904768880640?s=20&t=F6e5kA-3WJGicGWoPaOmbA
• https://twitter.com/danielnewmanUV/status/1519769725219319814?s=20&t=F6e5kA-3WJGicGWoPaOmbA

 

Qualcomm Earnings

• https://twitter.com/PatrickMoorhead/status/1519496104575860736?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
• https://futurumresearch.com/research-notes/qualcomm-earnings-deliver-above-expectations-in-q2-as-diverse-strategy-pays-off/
• https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/

 

Honeywell Earnings

• https://twitter.com/danielnewmanUV/status/1520011779052642304?s=20&t=F6e5kA-3WJGicGWoPaOmbA
• https://twitter.com/PatrickMoorhead/status/1520040288475041793?s=20&t=mWpds8-LRQQ45xKpEYM35g

 

Oracle Launches Industry Labs

• https://twitter.com/PatrickMoorhead/status/1519331342156288002?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
• https://twitter.com/danielnewmanUV/status/1519331274825027587?s=20&t=F6e5kA-3WJGicGWoPaOmbA

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

IBM Earnings

• https://twitter.com/PatrickMoorhead/status/1516511769707130881?s=20&t=kyynJphtmPktbHST0vBwpg 
• https://futurumresearch.com/research-notes/ibm-systems-revenue-put-into-a-historical-context/
• https://futurumresearch.com/research-notes/ibm-kicks-off-earnings-season-with-a-bang-as-focus-pays-off/

 

Intel Net Zero by 2040

• https://futurumresearch.com/research-notes/intel-pledges-to-reduce-its-greenhouse-gas-emissions-to-net-zero-by-2040-for-all-intel-facilities-and-to-lower-carbon-footprints-of-intel-products-and-platforms/

 

Earth Day Device Hypocrisy?

• https://twitter.com/PatrickMoorhead/status/1516450159542087686?s=20&t=x_nj4LbSfeN8FKWm0UKECg

 

SAP Earnings

• https://twitter.com/PatrickMoorhead/status/1517478966369607681?s=20&t=zSQQZa6myPp7ZELWxaaAYw
• https://twitter.com/danielnewmanUV/status/1517465009898541061?s=20&t=Tm3rqSamsWfpxhALCp4trg

 

SAP Pulls Completely Out of Russia

• https://news.sap.com/2022/04/sap-plans-russia-exit/
• https://twitter.com/PatrickMoorhead/status/1517501790253629440?s=20&t=zSQQZa6myPp7ZELWxaaAYw

 

TSMC Big Quarter Reflect Chip Strength?

• https://www.marketwatch.com/story/have-semiconductor-companies-performance-decoupled-from-the-economy-taiwan-semi-earnings-say-yes-but-well-get-a-clearer-picture-soon-11650379541

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.